Geopolitics and Policy
US-China relations
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 30
- Share
- 3.2%
- Shows
- 29
- Net sentiment
- −0.15
Down from 5.5% of episodes in the weeks before; net sentiment was −0.38.
Bullish 1Mixed 9Neutral 17Bearish 3
5 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 3
- Trump's inconsistent approach to China and alliances weakens US position and is a gift to Beijing.Taiwan: Will China Make Its Move? | China Considered | Hoover Institution · China Considered · Oct 22
- China is treated as more threat than opportunity for Nvidia, Apple and Tesla, given geopolitical exposure and competition.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Gray-zone pressure on Taiwan, Chinese AI hacking, and tech competition raise tensions.Defense & Aerospace Report Podcast [Oct 23, ’26 Washington Roundtable] · Defense & Aerospace Report · Oct 23
Mixed 9
- Trade truce and interdependence reduce near-term escalation risk, but rivalry and leverage over rare earths remain unresolved.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
- Both sides seek to keep talks constructive, but Chinese export controls leave escalation risk for European industry.EU-China trade talks: Can Europe bargain with Beijing? · Geopolitics and Business · Oct 19
- US-China truce on rare earths is fragile and its uncertainty complicates Europe's China strategy.The Eurofile Live: Are Europe and China on an Economic Collision Course? · The Eurofile · Oct 22
- China's Iran oil purchases and trade priorities limit U.S. sanctions options and raise economic-war risk.The Iran War and the Midterms · The President’s Inbox · Oct 22
- China criticizes US tech restrictions while pitching partnership; tensions over AI and security persist.Chinese FM's takeaways from his Eurasia trip · World Today · Oct 20
- China remains Brazil's key trading partner regardless of who wins, while the Bolsonaros lean toward the US.The World Cup of Politics (Brazil Elections) · The Jacob Shapiro Podcast · Oct 23
Show 3 moreShow fewer
- Taiwan conflict risk is raised as possible but uncertain, with strategic ambiguity seen as a driver.Non-Consensus Investing: AI is crowded. Defense is next · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Oct 20
- Dimon argues the US over-relied on China for rare earths and manufacturing, a supply-chain vulnerability.Exclusive | JPMorgan CEO Jamie Dimon on Inflation, AI and Bolstering America’s Supply Chains · WSJ Leadership Institute Presents: Leaders · Oct 19
- China's rare earth chokehold on US missile production is cited as a strategic vulnerability alongside tariff effects.Shadow Politics, October 18, 2026 · Shadow Politics with US Senator Michael D Brown · Oct 19
Neutral 17
- Analysis of rivalry, the Thucydides trap, and whether conflict is inevitable, framed without a clear market implication.War or Peace?: The United States and China, 2026–2049 with Tim Hames · Aspects of History · Oct 23
- Discussed factually as China's strategic positioning against US hegemony in the Middle East.China's Future Is RADICAL. The West Has No Idea What's Coming | Sheng Zhang · Neutrality Studies · Oct 22
- Discussed factually as a shifting strategic relationship with narrative implications rather than an investment call.India and China’s Uneasy Coexistence · Grand Tamasha · Oct 21
- Discussion frames export controls as a strategic lever in US-China competition, with retaliation risk debated but not resolved.The MATCH Act and China’s DUV Imports · ChinaTalk · Oct 20
- Discussed factually as geopolitical rivalry shaping Taiwan's future and Western policy.Will Canada sacrifice democratic Taiwan to China’s communists? · Full Comment · Oct 19
- China's neurotech race against America is discussed factually, with no clear investing lean.Independence eh? Canada’s referendum · Economist Podcasts · Oct 19
Show 11 moreShow fewer
- China's export growth discussed factually against tariffs and economic nationalism.UBS On-Air: Paul Donovan Daily Audio 'Scapegoat economics' · UBS On-Air: Market Moves · Oct 19
- Pentagon plans to target Chinese AI, chip and biotech industries through covert economic espionage.October 23rd, 2026: Israel Sends Dozens of Fighter Jets Toward Iran & Russia's Secret Cable Surveillance · The President's Daily Brief · Oct 23
- Bessent leads trade talks with China, though Chinese reluctance to negotiate leaves the outcome uncertain.Tension and Tirades Inside the U.S. Treasury · The Journal. · Oct 19
- Brazil's choice between US and Chinese influence and China's extractive relationship is analyzed.Brazilianization · The Jacob Shapiro Podcast · Oct 19
- Covers Chinese retaliation risk and congressional versus executive action on controls.How China Got 340 DUVi Lithography Machines and Why We Should Stop Selling Them with Saif Khan and Nick Brown · The AI Power Podcast · Oct 19
- Kim Jong un visited the Chinese border city of Dandong, with China sending greetings through an official.Largely peaceful protests in France; Iran’s “advanced” plans to kill Americans, and more · The World in Brief from The Economist · Oct 25
- Discussion of how the Iran war affects deterrence against China over Taiwan is factual with no clear investing angle.Brink: Inside America's Confrontation with Iran · The Iran Breakdown with Mark Dubowitz · Oct 23
- Argues international cooperation with China is needed for effective biosecurity, described factually.Biosecurity in the AI Era · Policy Minded · Oct 22
- China is described as benefiting from weakened American alliances and influence.Martin Wolf on the US midterms: What’s at stake for the world? · FT News Briefing · Oct 24
- Brief mention of Cuba policy and US pressure on the island, no investing angle.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Discussed as a reputational challenge around China operations and data security claims.Airwallex Founder Jack Zhang's Crazy Journey: Saying No to >$3B of Stripe Stock & the $1M Angel Cheque Worth $500M · Giant Ideas · Oct 22
Around it
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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